(VERX) Vertex - Ratings and Ratios
Exchange: NASDAQ • Country: United States • Currency: USD • Type: Common Stock • ISIN: US92538J1060
VERX: Tax Technology, Compliance, Data Management, Analytics, Integration
Vertex, Inc. (NASDAQ:VERX) is a leading provider of enterprise tax technology solutions, serving industries such as retail, wholesale, and manufacturing globally. The company offers a comprehensive suite of tax determination, compliance, and reporting tools, along with advanced tax data management and analytics. Vertex provides pre-built integrations for ERP systems, including solutions tailored for specific industries like communications and leasing. Additionally, it offers specialized tools such as the Chain Flow Accelerator and SAP-specific solutions. The company delivers implementation services, including configuration, data migration, and training, as well as managed services like tax return preparation and e-invoicing. Vertex distributes its software through licenses and SaaS subscriptions, operating from its headquarters in King of Prussia, Pennsylvania, since its founding in 1978.
Based on technical and fundamental analysis, Vertexs stock is expected to trade within a narrow range over the next three months. The stock is currently trading at $39.54, with a 20-day SMA of $37.47 and a 50-day SMA of $37.65, indicating a short-term uptrend. The 200-day SMA of $43.34 suggests potential resistance at higher levels. With an ATR of 1.69 and average volume of 1.15 million shares, volatility is expected to remain moderate. Fundamentally, Vertexs high P/B ratio of 34.48 and P/S ratio of 9.31 reflect strong market valuation despite a negative RoE of -29.40%. The stocks performance will likely hinge on its ability to maintain revenue growth and improve profitability metrics.
Additional Sources for VERX Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
VERX Stock Overview
Market Cap in USD | 6,179m |
Sector | Technology |
Industry | Software - Application |
GiC Sub-Industry | Application Software |
IPO / Inception | 2020-07-29 |
VERX Stock Ratings
Growth Rating | 37.6 |
Fundamental | 16.7 |
Dividend Rating | 0.0 |
Rel. Strength | 12.3 |
Analysts | 3.93/5 |
Fair Price Momentum | 35.34 USD |
Fair Price DCF | 19.22 USD |
VERX Dividends
No Dividends PaidVERX Growth Ratios
Growth Correlation 3m | -5.7% |
Growth Correlation 12m | 41.7% |
Growth Correlation 5y | 47.5% |
CAGR 5y | 9.86% |
CAGR/Max DD 5y | 0.13 |
Sharpe Ratio 12m | 1.95 |
Alpha | 13.25 |
Beta | 1.234 |
Volatility | 49.19% |
Current Volume | 987.3k |
Average Volume 20d | 924.7k |
As of May 09, 2025, the stock is trading at USD 37.52 with a total of 987,303 shares traded.
Over the past week, the price has changed by -5.75%, over one month by +6.89%, over three months by -33.02% and over the past year by +25.40%.
Neither. Based on ValueRay Fundamental Analyses, Vertex is currently (May 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 16.71 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of VERX as of May 2025 is 35.34. This means that VERX is currently overvalued and has a potential downside of -5.81%.
Vertex has received a consensus analysts rating of 3.93. Therefor, it is recommend to buy VERX.
- Strong Buy: 4
- Buy: 6
- Hold: 5
- Sell: 0
- Strong Sell: 0
According to ValueRays Forecast Model, VERX Vertex will be worth about 39.7 in May 2026. The stock is currently trading at 37.52. This means that the stock has a potential upside of +5.68%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 47 | 25.4% |
Analysts Target Price | 47 | 25.4% |
ValueRay Target Price | 39.7 | 5.7% |